The tables below show the performance of our KiwiSaver and investment funds to the end of October 2019. Here's what influenced the markets last month:
The lift in bond yields both here in NZ and globally put a dampener on returns for more conservative investment strategies.
Simplicity puts companies on formal notice as diversity stalls on boards
Progress towards gender and ethnic diversity amongst the leadership of the country’s top companies has stalled.
Low-cost index funds a winning formula for non-profit Simplicity KiwiSaver Plan
The latest KiwiSaver quarterly report to the end of September is out and the results once again have Simplicity shining...
Simplicity makes $150k donation to Kiwi charities as part of 3rd birthday celebrations
As part of its third birthday celebrations, the Simplicity Charitable Trust made its biggest round of donations this month.
Simplicity making dreams happen for disadvantaged youth in Northland
You’ve asked us to make children in need a priority for donations.
Aussie bank clock shows "excessive" profit taking on the back of Kiwis, says Simplicity MD
Simplicity today launched an ‘Aussie Bank Profit Clock’, which gives a live estimate of the...
Proposed Capital Gains Tax on KiwiSaver investments good news for lower income Kiwis
Simplicity Research, a division of Simplicity NZ Ltd, has calculated the impact of the Tax...
\"As January goes, so goes the year\": Simplicity Market Commentary
After the worst December month since 1931, the woes of last year were left behind...
Ethical investing and the future of KiwiSaver; an interview with Sam Stubbs
The popularity of ethical investing continues to grow worldwide with an estimated USD $23 trillion...
Simplicity Charitable Trust makes largest donation to date with $100,000 to Kiwi charities
As another year draws to a close, it's a time for reflection and gratitude.
Low cost KiwiSaver takes top spots in performance charts amid bear markets
The latest KiwiSaver returns for the 12 months to Nov 30th show Simplicity, NZ’s lowest...
Sex and Power Report Card shows NZ Inc Still has far to go on diversity in the boardrooms
Research on diversity among NZ's top 100 companies shows slow...
Despite the doomsayers, Simplicity's Sam Stubbs sees reason for optimism about the future of NZ Inc.
The mood of the boardroom may be dark out there but Simplicity's Sam Stubbs is...
Simplicity drops membership fee for kids accounts in celebration of second birthday
Everyone's 2nd birthday is a big deal, and ours is all about giving back to...